Private Client Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Private Client Services's CAT Position: Q2 2026 in Review
Private Client Services increased its Caterpillar (CAT) stake by 39% in Q2 2026, buying an estimated $165K and bringing the position to 665 shares worth $708K. The position accounts for 0.19% of the portfolio, ranked #100.
Private Client Services first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Private Client Services held 665 shares of Caterpillar worth $708K as of Q2 2026.
- Private Client Services bought 188 Caterpillar shares in Q2 2026, an estimated $165K.
- Caterpillar made up 0.19% of Private Client Services's portfolio in Q2 2026, its #100 holding.
- Private Client Services first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.